MARKETS AND THE US PRESIDENTIAL ELECTION
September 24, 2024 3:14 pm Leave your thoughts25.09.2024 With the US Presidential election less than two months away I look at the potential market impact below. Since
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A CHANGE IN MARKET REGIME?
September 24, 2024 3:07 pm Leave your thoughts23.09.2024 Last week the US central bank announced a half a percentage point cut in its official interest rate. Below
EUROPEAN MARKETS FOCUS ON THE FORTHCOMING FRENCH ELECTIONS
June 19, 2024 3:51 pm Leave your thoughts19.06.2024 President Macron’s decision to call a snap Parliamentary election has seen initial support for the far Right and the
WHAT ARE THE MARKET IMPLICATIONS OF A LABOUR VICTORY?
June 5, 2024 4:28 pm Leave your thoughts05.06.2024 With the Labour Party around twenty percentage points ahead in the opinion polls I take a look at the
HAS THE CHINESE ECONOMY STABILISED?
May 15, 2024 11:44 am Leave your thoughts15.05.2024 Recent survey data suggests that the Chinese economy has stabilised. Below we look at the medium-term outlook. China’s rapid
WHEN WILL UK INTEREST RATE CUTS START?
April 30, 2024 9:45 am Leave your thoughts29.04.2024 As annual inflation trends towards 2% I look at the likely timing of the first Bank of England interest
WHAT IS THE OUTLOOK FOR US EQUITIES?
April 9, 2024 3:18 pm Leave your thoughts09.04.2024 US equities had a good 2023 and have recorded a strong start to 2024. Below we look at the
WHAT IS THE OUTLOOK FOR EUROPEAN EQUITIES?
March 22, 2024 12:05 pm Leave your thoughts20.03.2024 As European inflation trends down and markets begin to anticipate rate cuts we look at the outlook for European
THE US CENTRAL BANK SURPRISES INVESTORS
December 20, 2023 11:48 am Leave your thoughts18.12.2023 Last week the US central bank, the Federal Reserve, surprised investors with its optimistic outlook on inflation. Below we
WILL THE EUROPEAN CENTRAL BANK BE THE FIRST TO CUT INTEREST RATES?
December 13, 2023 3:45 pm Leave your thoughts13.12.2023 Eurozone inflation has fallen rapidly in recent months. Below we look at the prospects for an early rate cut.